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Personal stream of thoughts - to track my investing process, progress, and ideas on my next run up. THE aforementioned REASCENSION!
for info only, DYODD, im not ur advisor
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JoeRetail (gmi/grodt) -trade of consciousness
8.5K posts
JoeRetail (gmi/grodt) -trade of consciousness
@JoeRetail2
DMs=ideas account back to ashes, but now awake, REASCENSION LOADING.
trenches Tham gia Mayıs 2020
4K Đang theo dõi563 Người theo dõi
@MobixLabs_MOBX @StockSavvyShay first try to not dilute your shareholders into oblivion
your share-count is the only multi-bagger here
$mobx = avoid
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@StockSavvyShay We are working to get on this list! $MOBX
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THE U.S. TO UNVEIL MAJOR PLAN FOR AMERICAN DRONE DOMINANCE TODAY
$ONDS -- secure drone communication networks
$RCAT -- tactical field drones
$ENVX -- next-gen drone batteries
$KTOS -- unmanned defense systems
$UMAC -- autonomous fleet control
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next level situational monitoring
Citrini@citrini
Okay let’s figure out what’s going on down here.
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JoeRetail (gmi/grodt) -trade of consciousness đã retweet
Kid just SMOKED a CNN reporter outside of Artemis II launch:
CNN: "Why do you want to be here?... Why do you love being a part of history?
Kid: "We're going back to the f*cking moon, that's why!" 🤣
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$aaoi should lift off based on this news after 4:45 - this action screams of 0dte hedgers, that’s got lucky (we all been there) high and tight flagging, when they let off of the ask, $115
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@ApolloResearchC have u looked at the OPI bonds?
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People in private ask me how exactly I'm making money in the market.
Example of a niche trade that was weird but worked out great (+60%). "free money." Longer post:
$NINE/ $NNIE went bankrupt some weeks ago and just IPOed today as a new company at a price of about $10 .
I shorted the company when they announced a prepackaged (speedy) bankruptcy. The problem with bankruptcies is that you’ll never exactly know what happens in court or how long it takes. I’ll spare you the technicalities, but in this case the bonds of $NINE were an attractive hedge for a few different reasons.
Closed the short when it dropped to $0.02, but then I read that bondholders would be entitled to receive shares of the emerging company, which they planned to list publicly. Senior secured noteholders usually get prioritized in Chapter 11. So I bought even more bonds. The math was attractive.
Some weeks go by and I receive $NNIE for my bonds.
Today they IPO again, stock hits as high as $10.50, and I sell my stake in the $10s.
Return on the trade: 60%. For every $1,000 invested in bonds, you’d get about 160 shares, which you could have sold for ~$1,600 today.
Yes, you can’t size these trades big. But big enough to be attractive for most people.
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@GeewchieMayne prob not in the short run, overhang from sellers that got put to stock who were higher up in priority and want their $ back , need to see if there is something here
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looks like $nine energy
emerged from ch11 today
re-orgd, need to dd
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Keto diet journal day 14:
288 lbs to 272 lbs
I had my second nightmare about eating carbs, an enormous sack of Twizzlers, but every Twizzler was individually wrapped, like the Halloween version but longer, so each one I ate was a conscious act of breaking the diet.
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JoeRetail (gmi/grodt) -trade of consciousness đã retweet
@ElGatoPartners @ericjackson i dont see it either, anyone in the comments link to what he is seeing?
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I’m long Peloton at $4.
$345M in free cash flow.
$1.18B in cash (67% of market cap).
7 insiders bought in the last 90 days.
I read every earnings call. Here’s what I found.
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I too am focused on durable memes in my portfolio
Eric Jackson@ericjackson
I too am focused on durable themes in my portfolio
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$bzai has a strong $intc pedigree - been cooking for over 10 yrs - has cost over 600mm to build, and its selling at 250mm rn , nah too low, cant replace it fot that - the revenue growth is too strong - real partners - this could my my runner
linkedin.com/in/dinakar-mun…
JoeRetail (gmi/grodt) -trade of consciousness@JoeRetail2
$bzai - one of the few with insiders actually holding their shares -ZERO seling - yes dilution is a problem - execs and directors own 17%+ - DDing more - fair amount of skin in the game the guide $38.6 --> $130mm in rev 2026 ~3.4x
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@aleabitoreddit @AscendingLife3 $BZAI might be the next $AEVA type move from the lows
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@AscendingLife3 I just find it interesting when I’m already invested in a frontier tech company like $AEVA.
The other one in $SIVE happens to be their likely upstream supplier as well.
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If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vision spuplier).
But...
Guess who makes those CW lasers for FM-CW Lidar?
The very same company for scaling photonics with 1.6T+ pluggables with $JBL to CPO in $MRVL Celestial.
Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI.
One highly possible mapping:
-> $SIVE -> $AEVA -> $LG -> Boston Dynamics.
Both $SIVE and $AEVA were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.
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QME
$bzai might be a better $aeva - just needs an activist - tho completely different products
-destroyed de-spac
-BZAI actually has more sales than $AEVA
-Both are edge hardware
-large insider ownership and name brand partners
-fair amount of short interest
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$bzai - one of the few with insiders actually holding their shares -ZERO seling - yes dilution is a problem - execs and directors own 17%+ - DDing more - fair amount of skin in the game
the guide $38.6 --> $130mm in rev 2026 ~3.4x
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@blaizeinc fix your unit economics
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“Blaize’s partnership with Yotta marks a new chapter in Hybrid AI infrastructure, bringing programmability, intelligence, and security to scale.” Dinakar Munagala, co-founder and CEO of @blaizeinc.
Last month, we announced a $56 million edge AI deployment deal across Southeast Asia in partnership with @YottaInfra (Yotta Data Services Private Limited), India’s leading sovereign AI, cloud infrastructure, and platform services provider.
FutureCIO shares the ways the deal significantly enhances public safety and security across this region in a recent article about our partnership with Yotta.
Read the full piece here: futurecio.tech/ai-powered-vid…
#AI #BZAI #Blaize #EdgeAI #HybridAI #MultiModal #AIinfrastructure #SmartCities #PublicSafety #VideoSurveillance #SmartInfrastructure
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